Dialog Box: General Information

A dialog box is a pop-up panel or window that opens when a user clicks a button or a link. In MYOB Acumatica, it can be either of the following:

• A modal pop-up panel that gives the user information and prompts them to enter settings or click a button (or both) before continuing. This type of dialog box may be opened when the user clicks a button.
• A pop-up window that contains an MYOB Acumatica form. This type of dialog box is not modal and is usually opened when the user clicks a link on a form. A form that opens in a pop-up window is defined in the same way as any other form is.

A dialog box is defined by PXSmartPanel in the Classic UI. In the Modern UI, a dialog box can be defined by the qp-panel control, or in rare cases, by the qp-dialog control.

Learning Objectives

In this chapter, you will learn the following about dialog boxes:

• The design guidelines for a dialog box, including the naming conventions and layout recommendations
• The details of each property of a dialog box that is created by using the qp-panel control

Applicable Scenarios

You configure a dialog box in the following user scenarios:

• A user needs to enter data on a form that is related to another entity without having to navigate to that entity's form.
• A user has clicked a button, and the system needs additional information before it can invoke the associated action.
• A user has clicked a button, and you want the user to verify or cancel the intention to continue before the action is invoked.
• A user has clicked a link, and the system should open a pop-up window to show the selected record in the corresponding form.

UI Naming Conventions

The following table shows the UI naming conventions for a dialog box.

Naming Convention	Example
For a dialog box that is used to confirm an action that the user has invoked by clicking a button or command, use the button or command name (or a part of it) as the name of the dialog box caption.	The dialog box that opens when a user clicks the Switch to Modern UI button on the Site Map (SM200520) form is named Switch to Modern UI, as shown in the following screenshot.
For a dialog box that is used to provide additional information before the system can execute the associated action that the user has invoked by clicking a button or command, use the button or command name (or a part of it) as the name of the dialog box caption.	The dialog box that opens when a user clicks the Calculate Pending Prices button on the Sales Price Worksheets (AR202010) form should be named Calculate Pending Prices or Calculate Prices, as shown in the following screenshot.
For a dialog box that is used to confirm a change, such as a change in the value of a box that causes changes in other boxes, use an unambiguous summary as the name of the dialog box caption. The name should that describe the change that a user needs to confirm.	Suppose that a user made a change on a form that will cause an address on the form to be replaced. The name of the dialog box that confirms this change should be Replace Address.
For a dialog box that asks the user a question or offers multiple choices, use a short summary of the choices or the question that you want to present to the user.	The dialog box that opens when a user clicks the Create Contact command on the More menu of the Leads (CR301000) form should be named Create Contact, as shown in the following screenshot.
For a dialog box that opens a form in a pop-up window, you do not need to make any changes to the form's name.	Suppose that a user has clicked the link in the Customer box for the selected record on the Sales Orders (SO301000) form. The system launches a pop-up window and displays the selected record on the Customers (AR303000) form. Note that the original name of this form is maintained in the pop-up window.